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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1976
Gerber Kawasaki Wealth & Investment Management
California
$304K -$29.3K -143 -9%
BWM
1977
Birchcreek Wealth Management
Ohio
$304K -$32.4K -158 -10%
CCM
1978
Crew Capital Management
Ohio
$303K -$34K -166 -10%
PWM
1979
Prentice Wealth Management
New York
$303K +$27.7K +135 +10%
OPPS
1980
Obsidian Personal Planning Solutions
Maryland
$303K -$21.7K -106 -7%
EWM
1981
Endurance Wealth Management
Rhode Island
$303K -$9.64K -47 -3%
AA
1982
Advisory Alpha
Michigan
$300K -$25.4K -124 -8%
FPCP
1983
Fort Point Capital Partners
California
$300K -$10.5K -51 -3%
ESBC
1984
E.S. Barr & Co
Kentucky
$299K – – –
DW
1985
Domani Wealth
Pennsylvania
$299K +$1.64K +8 +0.6%
PWA
1986
Providence Wealth Advisors
Illinois
$298K – – –
EWA
1987
Exencial Wealth Advisors
Oklahoma
$298K +$26.7K +130 +10%
RIA
1988
Regal Investment Advisors
Michigan
$297K +$294K +1,434 New
CCA
1989
Cobblestone Capital Advisors
New York
$296K +$3.49K +17 +1%
SAM
1990
Secure Asset Management
Michigan
$295K +$1.64K +8 +0.6%
LAM
1991
L2 Asset Management
Massachusetts
$294K +$34K +166 +13%
FFA
1992
Founders Financial Alliance
North Carolina
$294K -$66.9K -326 -19%
HBT
1993
Heartland Bank & Trust
Illinois
$293K -$10.3K -50 -3%
SFG
1994
Sterling Financial Group
California
$293K +$290K +1,416 New
MTIC
1995
Missouri Trust & Investment Company
Missouri
$293K -$10.3K -50 -3%
KA
1996
Kovack Advisors
Florida
$292K -$29.9K -146 -9%
WFI
1997
West Family Investments
California
$292K +$289K +1,408 New
GFPC
1998
Global Financial Private Client
Florida
$291K +$2.05K +10 +0.7%
FC
1999
Forte Capital
New York
$291K +$14.2K +69 +5%
MC
2000
Maverick Capital
Texas
$291K +$288K +1,405 New
78 79
80
81 82